3 / 5 Stars
4 4 3 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#28 in Small Blend
U.S. News evaluated 225 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 29.85 percent over the past year, 15.97 percent over the past three years, and 21.73 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.4%|
|3 Years (Annualized)||16.0%|
|5 Years (Annualized)||21.7%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital growth. Under normal market conditions, the fund will invest at least 80% of its net assets in stocks of smaller-capitalization U.S. companies. The managers consider small companies to be those that, at the time of investment, have a market capitalization not greater than that of the largest company in the Russell 2000® Index.
Fees are Average compared to funds in the same category.
American Century Newton Small Company Fund has an expense ratio of 0.68 percent.
Risk is Average compared to funds in the same category according to Morningstar.